Source description
About the role
Salesforce Service Cloud Ownership
Serve as the primary administrator for the Support instance of Salesforce Service Cloud
Own configuration including:
Case lifecycle and status models
Fields, layouts, and page design
Routing and assignment logic
Automation (Flows, validation rules, etc.)
Product Additions (Organic or through M&A)
Ensure the system reflects real support workflows , not idealized or overly rigid processes
System Design & Optimization
Continuously refine system structure to improve:
Usability for support engineers
Data quality and reporting reliability
Alignment to product architecture and issue types
Balance simplicity and flexibility—avoiding unnecessary complexity while supporting nuanced workflows
Integrations & Data Architecture
Own integrations between Salesforce and:
Microsoft Fabric (data pipelines)
Gainsight (support signals into customer health)
Other tools (e.g., Slack, Jira, AI platforms)
Partner with IT and data teams to ensure data integrity, reliability, and scalability
AI & Automation Enablement
Lead implementation and configuration of AI-enabled tools (e.g., Forethought, Agentforce), including:
Case intake and triage
Knowledge generation
Workflow augmentation
Ensure AI enhances—not degrades—the quality of complex support interactions
Establish guardrails and monitoring for AI-driven workflows
Collaboration & Governance
Partner with:
Support Ops Manager (workflow and process design)
Support Ops Analysts (data structure and reporting needs)
IT Salesforce team (alignment with broader SFDC governance)
Establish best practices for change management, release cycles, and system governance
More at Model N
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